Pamela Horack is a CFP-designated registered investment advisor at Pathfinder Planning LLC, based in Lake Wylie, SC, with 15 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 53 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1M+ | 0.75% |
Portfolio management fees may be negotiable.
Fee Estimator
Location
Lake Wylie, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pathfinder Planning LLC
State Registrations2 states
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Exams
Additional Information
Pam Horack, CFP®, owner of Pathfinder Planning LLC strives to make financial planning simple for you. After graduating college with her Bachelor of Science degree in Finance, she began her full-time financial career. For over 20 years, she has worked in various customer relations, managerial and training and development roles with banking, brokerage and mortgage companies. Pam’s focus on financial education has helped her develop a style of taking complex financial ideas and making them easy to understand and implement.